Advisor Support Associate Position Type : Regular Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.
In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do.
In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.
You will assist advisors through a mix of inbound and outbound calls related tomon topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance If you’re looking to launch your career with a firm that will champion your development through passionate leaders, collaborative teams, and challenging, impactful work, this may be the role for you.
What you have
Required Qualifications :
Bachelor’s degree or equivalent work experience
Preferred Qualifications :
- Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an understanding of our business and the financial services industry
- Strong interpersonal, verbal, and writtenmunication skills with a desire to work in an inbound phone environment
- Aptitude and passion for working with technology and influencing our advisors in bing a digital practice
- Ability to work in a fast-paced, high-volume organization that remainsmitted to a secure and client-focused experience
- Team orientation, enthusiasm, professionalism and strong work ethic
- Preference for prior customer service-related experience
campus
What’s in it for you
At Schwab, we’remitted to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our approach balances our ongoingmitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer apetitive that takes care of the whole you both today and in the future :
- 401(k) withpany match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Job ID 1420879651
Advisor Support Associate
When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are a...
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When you join us as an Advisor Services Associate, youre starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at...
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When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are a...
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When you join us as an Advisor Services Associate, youre starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at...
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When you join us as an Advisor Services Associate, youre starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at...
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When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are a...
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